See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
SO CA IBEW-NECA ADMIN. CORP.10+ years Service code 13 · EIN 03-0512258 | Contract Administrator | $3,084,693 |
HAMILTON LANE ADVISORS, LLC5 years Filed as: HAMILTON LANE ADVISORS LLC Service code 28 · EIN 23-2962336 | Investment Management | $1,576,619 |
WASHINGTON CAPITAL MANAGEMENT, INC.10+ years Service code 28 · EIN 91-1042342 | Investment Management | $1,288,339 |
Filed as: SIERRA INVESTMENT PARTNERS INC Service code 28 · EIN 68-0370668 | Investment Management | $1,286,239 |
BOSTON PARTNERS1 year Filed as: BOSTON PARTNERS GLOBAL INVESTORS,IN Service code 28 · EIN 98-0202744 | Investment Management | $870,192 |
AMERICAN REALTY ADVISORS10+ years Service code 28 · EIN 33-0123114 | Investment Management | $530,488 |
ULLICO7 years Filed as: ULLICO INVESTMENT ADVISORS INC Service code 28 · EIN 52-6435649 | Investment Management | $476,596 |
RAEL & LETSON10+ years Service code 11 · EIN 94-1701048 | Actuarial | $328,683 |
HORIZON ACTUARIAL SERVICES, LLC10+ years Service code 11 · EIN 26-1370698 | Actuarial | $271,565 |
Service code 27 · EIN 58-2432390 | Advisory (Plan) | $267,356 |
See 1 actuary disclosure. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $181,048-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 22.4%-22.4pp | 0.0%0pp |
| Annual return | 6.79% | 9.57%-2.8pp | 9.65%-2.9pp | 9.57%-2.8pp |
| Employer contribution / active EE | $13,062 | $9,429+38.5% | $26,259-50.3% | $9,429+38.5% |
| Participant deferral / active EE | $0 | $408-100.0% | $145-100.0% | $408-100.0% |
| Admin fee / account holder | $0 | $0 | $749-100.0% | - |